Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure and develop clientele by networking to find new customers and generate lists of prospective clients Participate and communication skills Service-oriented and customer centric Analytical thinker Strong business acumen time management skills Good presentation skills Solutions orientated and a problem solver and you think understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
meticulous attention to detail and appropriate solutions. It's crucial to maintain up-to-date records of
identify and report Key Risk areas to management and solutions thereof. This role will help you grow your credit
purpose; to be a catalyst for Growth: Grow our customers, grow our communities, grow our continent and Automated reporting and dashboards - IV / Metrics, Customer Info and other Reporting Sales Dashboard and Metrics–
received
Issue receipts and statements
- Deal with customer account related enquiries
- Ensure that all
business.
mitigating risk exposure, and enhancing the overall customer experience. The Claims Manager is responsible
mitigating risk exposure, and enhancing the overall customer experience. The Claims Manager is responsible
updated Daily for any MA deposits done. Update customer records _receipting Unreceipted & unallocated